Affinity. co is a relationship intelligence platform that helps manage and grow business networks. Affinity leverages artificial intelligence to automatically analyze and organize data on business contacts to provide actionable insights and enhance relationship building efforts. It is especially beneficial for dealmakers in industries like investment banking, private equity, and venture capital, enabling them to maintain stronger professional connections and improve deal flow.
CRM • Relationship Intelligence • Pipeline Management • Contact Management • Lead Generation
March 18
🇨🇦 Canada – Remote
💵 $65k - $90k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
🚫👨🎓 No degree required
Affinity. co is a relationship intelligence platform that helps manage and grow business networks. Affinity leverages artificial intelligence to automatically analyze and organize data on business contacts to provide actionable insights and enhance relationship building efforts. It is especially beneficial for dealmakers in industries like investment banking, private equity, and venture capital, enabling them to maintain stronger professional connections and improve deal flow.
CRM • Relationship Intelligence • Pipeline Management • Contact Management • Lead Generation
• Own a book of Affinity's Growth customers driving renewals and upsell for these accounts. • Serve as a Customer Advocate: build a strategy to manage the engagement and success of our clients. • Act as a trusted advisor to our customers to drive broad product adoption and ensure they reach a high level of satisfaction with the product. • Become a product expert: Develop best practices to share with clients, helping them best leverage Affinity's full functionality. • Interface closely with sales, support, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and directly impact the product roadmap.
• 2+ years of experience as a Customer Success Manager, Account Manager, or similar role. • Proven track record of achieving commercial targets and goals, preferably in an enterprise SaaS setting. • Experience managing accounts and renewals. • You have excellent interpersonal skills with a history of building strong business relationships. • You’re an influential communicator with experience presenting to small and large audiences. • You’re proficient in organization, account prioritization, and time management. • Ability to orchestrate cross-functional resources to ensure the success of your clients. • You are excited by the startup environment; you want to contribute to fine-tuning the structure and process to scale the customer success team. • Nice to have: Experience working with Venture Capital, Private Equity, or Investment Banking customers • Nice to have: Experience working at a SaaS company in the CRM or data services space.
• Health Care coverage and flexible personal & sick days. We want our team to be happy and healthy :) • We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning! • We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment. • Virtual team building and socials. Keeping people connected is essential.
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